MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q1 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,098,489 | +145.5% | 34,573 | +105.5% | 0.00% | +300.0% |
Q2 2023 | $3,298,821 | +1.8% | 16,825 | +5.4% | 0.00% | -50.0% |
Q1 2023 | $3,240,366 | -2.0% | 15,960 | +4.5% | 0.00% | 0.0% |
Q4 2022 | $3,307,926 | +15.9% | 15,273 | +13.6% | 0.00% | 0.0% |
Q3 2022 | $2,854,000 | -8.2% | 13,440 | +4.5% | 0.00% | 0.0% |
Q2 2022 | $3,110,000 | +12.4% | 12,861 | +27.0% | 0.00% | +100.0% |
Q1 2022 | $2,767,000 | -25.5% | 10,128 | -6.7% | 0.00% | -50.0% |
Q4 2021 | $3,712,000 | +26.7% | 10,855 | -4.0% | 0.00% | 0.0% |
Q3 2021 | $2,929,000 | +7.1% | 11,307 | +6.3% | 0.00% | 0.0% |
Q2 2021 | $2,736,000 | +37.2% | 10,640 | +20.0% | 0.00% | +100.0% |
Q1 2021 | $1,994,000 | -53.8% | 8,863 | -52.4% | 0.00% | -66.7% |
Q4 2020 | $4,313,000 | +17.1% | 18,623 | -18.8% | 0.00% | 0.0% |
Q3 2020 | $3,683,000 | +15.6% | 22,933 | +1.5% | 0.00% | 0.0% |
Q2 2020 | $3,186,000 | +37.0% | 22,599 | +13.0% | 0.00% | 0.0% |
Q1 2020 | $2,325,000 | -14.6% | 19,997 | +11.2% | 0.00% | 0.0% |
Q4 2019 | $2,721,000 | +3.3% | 17,986 | -0.2% | 0.00% | 0.0% |
Q3 2019 | $2,633,000 | +11.9% | 18,018 | +10.8% | 0.00% | 0.0% |
Q2 2019 | $2,353,000 | +12.3% | 16,268 | -2.2% | 0.00% | 0.0% |
Q1 2019 | $2,095,000 | +44.9% | 16,627 | +26.3% | 0.00% | +50.0% |
Q4 2018 | $1,446,000 | +179.2% | 13,161 | +225.5% | 0.00% | +100.0% |
Q2 2018 | $518,000 | +30.2% | 4,043 | -0.3% | 0.00% | 0.0% |
Q1 2018 | $398,000 | +2.1% | 4,057 | +0.9% | 0.00% | 0.0% |
Q4 2017 | $390,000 | +14.4% | 4,022 | -0.2% | 0.00% | 0.0% |
Q3 2017 | $341,000 | +5.9% | 4,029 | -2.4% | 0.00% | 0.0% |
Q2 2017 | $322,000 | +8.4% | 4,126 | +9.2% | 0.00% | 0.0% |
Q1 2017 | $297,000 | +13.4% | 3,779 | +6.3% | 0.00% | 0.0% |
Q4 2016 | $262,000 | -5.4% | 3,554 | +1.6% | 0.00% | 0.0% |
Q3 2016 | $277,000 | -58.5% | 3,498 | -57.1% | 0.00% | -66.7% |
Q2 2016 | $667,000 | -7.6% | 8,156 | -0.2% | 0.00% | 0.0% |
Q1 2016 | $722,000 | 0.0% | 8,175 | -8.9% | 0.00% | 0.0% |
Q4 2015 | $722,000 | -25.9% | 8,977 | -26.1% | 0.00% | -40.0% |
Q3 2015 | $975,000 | +5.5% | 12,149 | +4.6% | 0.01% | +25.0% |
Q2 2015 | $924,000 | -0.3% | 11,618 | -6.2% | 0.00% | -20.0% |
Q1 2015 | $927,000 | – | 12,380 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
GOLDEN GATE PRIVATE EQUITY, INC. | 68,300 | $6,623,000 | 5.57% |
ATLANTA CAPITAL MANAGEMENT CO L L C | 3,128,600 | $303,380,000 | 1.59% |
Palo Capital, Inc. | 33,938 | $3,291,000 | 1.47% |
AMERICAN CAPITAL MANAGEMENT INC | 208,560 | $20,224,000 | 1.22% |
Copeland Capital Management, LLC | 159,314 | $15,449,000 | 0.98% |
Sapphire Star Partners LP | 7,056 | $684,000 | 0.81% |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 881,216 | $85,452,000 | 0.69% |
BAMCO INC /NY/ | 1,504,371 | $145,879,000 | 0.67% |
Zebra Capital Management LLC | 16,384 | $1,589,000 | 0.54% |
Force Capital Management LLC | 4,715 | $457,000 | 0.48% |